Financial Adviser

RGH-Global Limited; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established financial planning firm in Central London is seeking a qualified Financial Adviser. The role involves managing an existing client portfolio, delivering customized financial advice across various areas such as investments and retirement planning. Applicants should possess strong technical knowledge and communication skills, along with a Diploma Level 4 in Regulated Financial Planning. This full-time, office-based position offers a competitive salary and opportunities for ongoing training and professional development.

Benefits

Performance-related bonus

Ongoing structured training

Strong administrative support

Qualifications

• Minimum one year of experience as a Financial Adviser.
• Background in financial services with at least three years industry experience.
• Holds a current Statement of Professional Standing.

Responsibilities

• Manage an existing portfolio of clients and provide compliant financial advice.
• Conduct detailed client reviews to understand their objectives.
• Develop bespoke financial planning solutions across multiple advice areas.
• Engage in ongoing learning and professional development.

Skills

Strong technical knowledge in financial planning

Clear communicator

Attention to detail

Teamwork and client management

Education

Diploma Level 4 in Regulated Financial Planning

Job description

Financial Adviser

Location: Central London (office-based)
Working Pattern: Full-time, permanent
Remuneration: Competitive basic salary plus performance-related bonus and benefits

The Opportunity

A well-established financial planning firm based in Central London is looking to appoint aFinancial Adviserto support continued growth. This isan employed role andis ideal for a qualified adviser who enjoys managing existing client relationships while developing new opportunities in a professional, well-supported environment.

The role involves delivering comprehensive, regulated financial advice to a broad client base, covering areas such as investments, retirement planning, personal protection, and estate planning. The successful individual will inherit an existing portfolio of clients and play a key role in maintaining and expanding those relationships through high-quality, personalised advice.

You will be supported by experienced paraplanners and administrators, alongside access to structured training and development to support both technical capability and long-term career progression.

Key Responsibilities

• Take responsibility for an existing portfolio of clients, providing ongoing, compliant financial planning advice

• Carry out detailed client reviews to understand objectives, circumstances, and long-term goals

• Design and implement bespoke financial planning solutions across multiple advice areas

• Develop additional business through client engagement, referrals, and relationship management

• Work collaboratively with internal support teams to deliver a consistent and efficient client experience

• Ensure all advice and documentation meets regulatory and professional standards

• Engage in ongoing learning, training, and professional development

Candidate Profile

• Diploma Level 4 qualified in Regulated Financial Planning (or equivalent)

• At least one year of experience operating as a Financial Adviser

• Background within financial services, with a minimum of three years industry experience

• Holds a current Statement of Professional Standing

• Demonstrates strong technical knowledge across core advice areas including pensions, investments, and protection

• Clear, confident communicator with the ability to translate complex information into practical guidance for clients

• High level of professionalism, integrity, and attention to detail

• Comfortable working within a team-focused environment while managing personal client responsibilities

• Willingness to continue professional development, including progression towards Chartered status

• Confident user of standard office software; familiarity with industry systems is beneficial but not essential

Package & Benefits

• Performance-related bonus, paid monthly on new business

• Immediate access to an established client portfolio with significant assets under management

• Ongoing structured training, coaching, and development support

• Clear progression opportunities within a stable and professional firm

• Strong administrative and paraplanning support to allow advisers to focus on clients